Brochure Set Up and Requests

Brochure Set Up and Requests Overview

The brochure set-up and the brochure requests screens are designed to allow companies to offer the ability to request brochures to external users under either a companies third party CMS or Softrip's CMS.  The intention of this process is to allow users to display these requests to users in order to allow their direct contacts (either travel agents or passengers) ability to opt into or request a brochure.  Once a contact opts into the brochure, users can access these details in the brochure requests screen.  From there, users can export the contact details and send the requested brochures to their direct contacts using a third party.  

Note:  The ability to display the brochure requests in either a third party CMS (your website), Softrip's CMS, or in Softrip's reservations application, users will need to contact Softrip to enable this link.  

The brochure screens can be accessed under the Marketing subsystem.

 

 

 

Setting Up Brochures

By selecting the plus sign, users will have the opportunity to enter specific details in order to set-up a brochures in their application.  

Defining the Fields 

Brochure ID

The Brochure ID should be a unique code used to identify the brochure.  

Note:  Codes can be alpha-numeric and can be up 10 keys long.  These codes will only display to internal users, so abbreviations are acceptable.  

Example

Summer2020
SMR2021

Description

The description field allows users to enter a brief description of the brochure.  These details will be displayed to both internal users and external contacts (agents or passengers.)

 

Brands

If multiple brands exist in the Softrip application, then users can select the application brand by using the drop down menu.  This controls which brand the brochure is valid for.

 

Image

Users can upload the Image that should be associated with the brochure that is being uploaded.  A brochure with both an image and website will display both the description text and the image as links to the website entered.  A brochure  with no image that has a website will be just a link that displays as "Description - Web Only".

Website

The website is the URL for the crochure.  A brochure code with no image that has a website will be just a link that displays as "Description - Web Only".

Additional Data 

Brochure Requests

Users can use the brochure request screen to either manually associate a brochure request to an existing contact or to view and export your contact details.  

Once a search is conducted users will be able to view the details from the grid.

Defining the Fields

Brochure Recipient

Customer Name/ID - Customer name & IATA #.  Customer must already exist to add brochure request.  Please search for the Customer using the search button to the right.  To enter a new Customer into the system, please visit "Customers"  from the Main menu.

Contact Name/ID - Name to Address the Brochure to.  Either search for an existing contact or type in their information and Contact will be created.

Brand ID

Brochure Brand

Request

Brochures Requested.  Use the search to the right to pull Brochure Codes.  All Codes pull as "Code-Qty". Default Qty = ,1  so codes will pull as "BROCHURENAME-1".  To update the Qty, change the 1, ex:  "BROCHURENAME-10" will send 10 of that Brochure instead.

Address 1

First Address Line.

Address 2

Second Address Line.

City/State

City Name of the Brochure Request.

Postal/Country

Postal code of the Brochure Request.

Phone/Mobile

Phone number and Mobile number where Contact may be reached.

Fax/Email

Fax number and email address where Contact may be reached.

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